ESG Product Associate: Alternative Investments

San Francisco, CA /
ESG /
Full-time
ESG Product Associate: Alternative Investments  

OpenInvest is a fast-growing fintech company with a mission to align capital with social and environmental values. Formerly a Public Benefit Corporation and supported in our mission by some of the biggest names in Silicon Valley like YCombinator, Andreessen Horowitz, and QED, OpenInvest is now an independent subsidiary of J.P. Morgan Chase. JPMC services are used in half of all American households: join us to help design and offer sustainable finance solutions on the greatest scale, nationwide and across the world. 

We are looking for an ESG Product Associate: Alternative Investments to help us build and execute our ESG product and research strategy. We are a leading provider of ESG-optimized investment solutions, and are looking for a committed team member to maintain and grow our suite of personalized, sustainable investing products. You will help us implement our highly differentiated ESG data set as we roll out new ESG Causes and evolve existing ones. 

Location: San Francisco or NYC preferred, other locations possible (currently remote)

Visas: OpenInvest is unable to apply for new visas for candidates, but existing visas can be transferred. 

You will be asked to complete a homework assignment during the interview process.

What You'll Do

- Spearhead efforts to build out novel Alternative investing ESG products across the OpenInvest platform 

- Conduct research on existing private markets data platforms and existing resources within the J.P. Morgan ecosystem

- Identify, screen, and recommend novel datasets for Alternative investing ESG products

- Identify applicable data sources and design Cause-aligned scoring methodologies across investment sub-asset classes (e.g. Private Equity, Venture Debt, Real Assets/Real Estate) 

- Generate new ideas/approaches for tangible impact metrics 

- Write research and methodology documentation for new and updated Alternative investing ESG products

- Research market best practices and opportunities for continued enhancements of ESG products; conduct market assessment to inform existing Cause prioritization and new Cause development

- Lead independent research projects on sustainability in private markets 

- As needed, support content generation around our differentiated ESG approach and relevant sustainability themes/trends, particularly as they pertain to Alternative investments 

- Alongside team members, serve as subject matter expert on OpenInvest data sources and methodology across all ESG products

- Research interesting individual private companies and funds on ESG factors

- Support internal ESG education program


Who You Are

- 4-6 years of experience analyzing Alternative investments and/or managing private investment portfolios 

- 1-3 years of experience in ESG, Sustainability or SRI-related research (including impact investing, policy and/or NGO experience)

- Experience with private market data platforms (e.g. ISS, Preqin, Pitchbook, Bloomberg, Aladdin) 

- Strong data analysis skills and analytical mindset

- Experience presenting ESG data and solutions to clients and non-experts

- Exceptional written and verbal communication skills

- Excellent project management and organizational skills

- Ability to present complex information in compelling and relatable terms

- Experience working with large datasets in Excel; strong data analysis skills and analytical mindset

- Strong sense of ownership and responsibility to colleagues and clients

- High degree of comfort with both approaching new challenges independently and close collaboration with colleagues as the situation requires


Ideal Candidate

- Passion for ESG issues and interest in a values-led approach to sustainable investing

- Profound intellectual curiosity and adaptability

- Strong initiative, entrepreneurial spirit and ability to think creatively

- A critical thinker with an inquiry-driven approach to solving problems

- Exceptional writing and verbal presentation skills

- Ability to excel in a high-performance environment while managing multiple projects under tight deadlines

- Strong interpersonal skills, including the ability to work collaboratively with others


Nice to Haves

- Experience assessing private companies or funds in alignment with ESG/sustainability considerations 

- Experience designing/maintaining ESG assessment frameworks 

- Experience in ESG assessment of thematic strategies such as renewable energy, venture capital, real estate, etc.

- Research specialization in an area applicable to Sustainable Investing

- Experience in ESG-focused education or communication efforts

- Experience with digital product management in an Agile environment

- Experience with SQL and/or Python


Culture

OpenInvest’s core values include:

·       Pursuing a challenging mission
·       Thriving on transparency
·       Maintaining high standards of integrity
·       Guaranteeing the right to be heard
·       Prioritizing personal growth
·       Prioritizing diversity and inclusion 

We aim to build a culture just as open and accountable as our products. We encourage you to give and receive earnest and constructive feedback. As part of our team, you are willing to work hard, handle various responsibilities as necessary, and be passionate about long-term company-wide goals. 

OpenInvest is an Equal Opportunity Employer. We value a diversity of perspectives and backgrounds in our team and culture. We are committed to including these elements in every aspect of our company. 

OpenInvest is committed to supporting the needs of its candidates and employees. Please don’t hesitate to ask if there are any accommodations we can make for you either during the hiring process or on joining the company.